Executor Briefing Template

Section 1 - Basics: Share your will location (original and copies), death certificate process, and immediate contacts (lawyer, CA, insurance agent).

Section 2 - Financial overview: Walk through every bank account, FD, insurance policy, investment, and property. Share the Sort My Legacy login or family access details.

Section 3 - Debts and obligations: List any home loans, car loans, credit cards, personal loans, and business debts. Specify which have insurance cover and which the estate must settle.

Section 4 - Digital accounts: Share email, social media, and subscription details. Explain which accounts to close, which to memorialize, and which have financial value.

Section 5 - Family instructions: Communicate any specific wishes for funeral arrangements, charitable donations, guardianship of minors, and messages for family members. Discuss any potential family conflicts and how you want them handled.